Posted by Jeff on December 2nd, 2007 in Reviews, Software | Permalink
Mini-Review: Bento
December 2, 2007I wrote in a previous post that I planned to put Bento through its paces. Today, I finally got that chance. I walked away impressed with Bento, but still wanting something more.
Our initial plan was to use Marketcircle Daylite for my wife’s law practice. We have started to implement Daylite, but aren’t so far along that we won’t switch to something else. When Bento came out, it looked like it would do everything that Daylite can do plus a few things we need that Daylite can’t do. Bento seemed like a good candidate to replace Daylite because we don’t anticipate needing the multi-user features of Daylite. The main drawback with Daylite is its apparent inability to link files to contacts and projects. Bento can do this easily with its file list data type.
Bento has its drawbacks too. To my eye, Bento’s critical failing is its lack of a record summary feature. Bento is great at creating, editing, searching, and sorting records. That’s useful, but it’s not enough. The most powerful way to use your data is to analyze and summarize the data. But, Bento’s focus is records and the ability to combine information from those records is quite limited.
For example, Bento lets me create projects and associate tasks with them. Viewing the projects list in Bento will show me all my projects, even the ones that are no longer active. Using a smart collection, I can view only the active projects. My view of the data is limited, though, to a traditional record view. I can’t, for instance, see a list of all the active projects and detail about the currently-pending task for each project. Bento also won’t show me a list of all the people I am supposed to call today, along with the reason for the call and the person’s contact information.
It’s apparent that what I need for my wife’s law practice is something more sophisticated than Bento. That “something” will probably be Filemaker Pro. The disadvantage with Filemaker Pro is that it doesn’t naturally integrate with Address Book and iCal. Like most things, that can be solved with money – by buying a set of pre-built commercial templates.
We will probably spend that money. Managing the client relationship is too important to risk messing it up by being cheap. Bento still looks like a very interesting product. It just looks too lightweight to handle the daily grind of a busy law practice.
Jeff: Just an FYI to let you know that you can link files to contact and projects easily. Couple of ways. One is to drag and drop the file to be linked onto the contact or project. Another is to right click the contact or project and select “add file reference” which opens a dialog box for you to find the file to link. If the “add file reference” option is not in the menu, you can add it via preferences.
Like you, I’m still investigating my options re case management systems as I move from Windows to Macs. I’m currently using Timematters. Clearly, TM is much more powerful than anything on the Mac side so I’m hoping Marketcircle beefs up Daylite to give the kind of functionality I’m used to.
Posted by Kevin Morton | December 5th, 2007 at 9:58 am
Just an FYI - Daylite can and does give you the ability to link file to a Contact and/or Project (and other objects).
Simply drag the file or files from the finder to the contact or project (in the contact or project list) and those files will be linked.
You can also use the menu items (Add File Reference).
You can then view all linked files in the Activity tab (you can filter to show just those, or along with other activity in chronological order).
If you are going to be managing cases - you will need something like DMI (Daylite’s Mail Integration) and Reverse Activity Sets (for court date preparations).
We have quite a few lawyers using Daylite (and always requesting features ;)
Hope that clarifies things.
Posted by AJ | December 6th, 2007 at 2:36 pm
I have one windoze machine left because there is NO GOOD practice management program for the MAC. The day I find one, is the day I give my last windoze POS a heave from the 3rd floor! I tried DAYLITE and it did nothing more than lock up everytime I used it. I have not upgrated to 10.5 yet, so Benito is not an option for me yet.
Posted by JWP | December 6th, 2007 at 5:39 pm
You can contact me offline and I can find out why Daylite was locking up on you if you want to give it a try again.
Posted by AJ | December 6th, 2007 at 8:07 pm
Thanks for the tip. I don’t know how I missed that feature of DayLite.
Regarding TimeMatters. You’re right that there is no single product that will match the functionality of TimeMatters. What I am hoping is that a combination of products will come close. It really depends on how well everything integrates.
Posted by Jeff | December 6th, 2007 at 9:47 pm
We have used FM since V1.2
upgraded to FMP 8.5.1 a while ago when shifted to MBPro
It is a great office management programme.
We used Legal Billing II for about 20 years. It was a standalone programme and we had to give it a funeral because it wouldn’t run on our new Macs.
We have now set up our own multi user FMP Time Recording package - because the ones we looked at and tried didn’t really suit a small practice - which is a great asset for us and all users can easily record attendances and memos and related processes through to billing formats to send to clients.
When we have time we will package it up for others to use.
With FMP, MYOB, ical and address book you have the complete office management system.
Posted by John Dean | December 7th, 2007 at 5:28 pm
John:
Do you find iCal and Address Book sophisticated enough for your needs? It seems like there is a lot we would like to be able to do with those, but can’t.
Are you using a package a FMP package that keeps your contacts and appointments that you synch with iCal and Address Book (and, if so, which one)? Or are they your primary programs?
Posted by Jeff | December 7th, 2007 at 5:45 pm